Cantorbridge Investment Management
Focused on Efficiency and Outcomes
OUR INVESTMENT STRATEGY
Custom Portfolios and Models Tailored to You
At Cantorbridge, we specialize in providing custom portfolios and models that are tailored to your unique financial goals and risk tolerance. Our personalized investment solutions are designed to meet your specific needs, offering a diverse range of options to suit your preferences.
Customized Investment Solutions for Your Unique Needs
We assess your financial goals, risk tolerance, and time horizon to create custom portfolios and models that align with your individual circumstances.
Risk Management Strategies for Peace of Mind
Our investment models incorporate comprehensive risk management strategies to help protect your portfolio during market fluctuations. We employ techniques such as diversification, asset allocation, and active monitoring to mitigate risk and preserve capital.
Regular Monitoring and Adjustments for Optimal Performance
We provide regular monitoring and adjustments to ensure your portfolio remains aligned with your goals. Our team continually analyzes market conditions, reviews investment performance, and makes necessary adjustments to optimize your portfolio's performance and adapt to changing market dynamics.
OUR PORTFOLIO MODELS
A Range of Model Options to Suit Your Needs
Cantorbridge Investment Managment offers equity and fixed income strategies via discretionary portfolio management.
We utilize multiple portfolio strategies, from pure conservative to aggressive growth, with a wide variation of investments and investment themes, that are based upon your unique circumstances, needs, goals, and risk tolerance.
Aggressive Growth:
This model is for investors comfortable with higher risk levels, seeking substantial capital growth. It includes a higher allocation to equities with a potential for higher returns.
Growth Focus:
Designed for investors with a higher risk tolerance, this model emphasizes capital growth by allocating a larger portion of the portfolio to equities.
Moderate Growth:
Ideal for investors seeking moderate capital appreciation, this model focuses on a slightly higher allocation to equities and growth-oriented investments while still maintaining a balanced approach.
Balanced Growth:
This model aims to achieve a balance between growth and income. It includes a diversified mix of equities and fixed-income investments.
Defensive Income:
Designed for investors seeking stable income with a lower level of risk, this model combines fixed-income investments and dividend-paying equities.
Pure Conservative:
This model focuses on capital preservation and seeks minimal risk exposure. It primarily includes fixed-income investments and highly stable assets.
Client-Specific Models:
We also offer specialized models that focus on specific sectors, regions, or industries, catering to investors looking for targeted exposure to particular areas of the market.
Explore Our Range of Investment Accounts
Taxable Investment Accounts
Individual Brokerage Accounts:
Our individual brokerage accounts allow you to invest in a wide range of stocks, bonds, mutual funds, and exchange-traded funds (ETFs). These accounts provide flexibility and liquidity, allowing you to manage your investments according to your personal financial objectives.
Joint Brokerage Accounts:
Joint brokerage accounts are designed for couples or partners who want to invest jointly. These accounts offer shared ownership and allow both account holders to contribute and manage investments collaboratively.
Custodial Brokerage Accounts:
Custodial brokerage accounts are established for minors, with an adult serving as the custodian. These accounts provide a way to invest and manage assets on behalf of a minor until they reach the age of majority.
Cash and Money Market Accounts:
In addition to investment accounts, we offer cash and money market savings options that provide stability and liquidity for your short-term needs. These accounts offer competitive interest rates and easy access to your funds.
Estate Planning and Trust Accounts
Living Trusts:
Living trusts are created to manage and protect your assets during your lifetime and ensure a smooth transfer of assets upon your passing. We work closely with you and your legal advisors to incorporate your living trust into your investment strategy.
Charitable Trusts:
Charitable trusts allow you to support charitable causes while providing potential tax benefits. We can assist you in structuring charitable trusts that align with your philanthropic goals and provide ongoing management of the trust assets.
Special Needs Trusts:
Special needs trusts are designed to provide for individuals with disabilities while preserving eligibility for government assistance programs. We understand the unique requirements of special needs planning and can help you create and manage a trust that supports your loved one's long-term financial well-being.
Retirement Accounts
Traditional Individual Retirement Accounts (IRAs):
Traditional IRAs offer tax-deferred growth potential, allowing you to make contributions with pre-tax dollars. You may be eligible for tax deductions on contributions, and taxes are deferred until withdrawal during retirement.
Roth IRAs:
Roth IRAs provide the opportunity for tax-free growth and tax-free qualified withdrawals in retirement. Although contributions are made with after-tax dollars, qualified distributions are not subject to federal income tax, offering potential long-term tax advantages.
Employer-Sponsored Retirement Plans:
We work with various employer-sponsored retirement plans, such as 401(k), 403(b), and SIMPLE IRA accounts. These plans provide valuable opportunities for tax-advantaged retirement savings, often including employer matching contributions.
Education Savings Accounts
529 College Savings Plans:
529 plans are specifically designed to help you save for higher education expenses. These tax-advantaged accounts offer potential tax-free growth and tax-free withdrawals when used for qualified education expenses. We can guide you in selecting the appropriate 529 plan based on your education savings goals.
Coverdell Education Savings Accounts (ESAs):
Coverdell ESAs provide another tax-advantaged option for education savings. Contributions are made with after-tax dollars, and earnings grow tax-free. Qualified withdrawals used for education expenses are also tax-free.